LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$15.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$9.35M

Top Sells

1
+$48.4M
2
+$28.7M
3
+$25.9M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
FDS icon
Factset
FDS
+$12.3M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.15M 0.01%
8,671
152
$1.15M 0.01%
7,756
+3,730
153
$1.14M 0.01%
4,856
-370
154
$1.12M 0.01%
22,460
-5,165
155
$1.1M 0.01%
7,730
-705
156
$1.1M 0.01%
24,514
+24,401
157
$1.09M 0.01%
+28,030
158
$1.08M 0.01%
8,880
159
$1.07M 0.01%
27,838
+19,955
160
$1.06M 0.01%
15,728
-1,147
161
$1.05M 0.01%
1,319
-40
162
$1.03M 0.01%
715
163
$1.02M 0.01%
1,517
+1,482
164
$1.02M 0.01%
16,709
-2,605
165
$1.02M 0.01%
+8,440
166
$1.01M 0.01%
5,894
-16,886
167
$984K 0.01%
9,608
+8,375
168
$981K 0.01%
14,359
-916
169
$973K 0.01%
2,006
170
$972K 0.01%
4,422
-2,905
171
$964K 0.01%
15,790
172
$963K 0.01%
+3,960
173
$962K 0.01%
9,790
+8,420
174
$959K 0.01%
7,085
-170
175
$957K 0.01%
+3,370
5 6
7
8 9